Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$317K
- Other$278K
- Life$249K
- Short-term disability$249K
- Long-term disability$249K
- Vision$42K
Sponsor portfolio
BEACON POINTE ADVISORS, LLC
EIN 27-0636826financial servicesLatest filing 2024
Plans
2
Retirement
1
$54.2M assets
Welfare
1
$636K premiums
Participants
1,190
24 CORPORATE PLAZA DRIVE, SUITE 150 - NEWPORT BEACH, CA 92660949-718-1600bpadvisors.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $636K premiums / 959 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- DELTA DENTAL OF CALIFORNIA50%
- UNUM LIFE INSURANCE COMPANY OF AMERICA44%
- STARMOUNT LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BEACON POINTE 401(K) PLAN
401k
Assets$54.2M
Participants628
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BEACON POINTE HEALTH AND WELFARE BENEFIT PLAN
Mixed - DELTA DENTAL OF CALIFORNIA
Premiums$636K
Covered lives959
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BEACON POINTE 401(K) PLAN | 401k | $54.2M | 628 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BEACON POINTE HEALTH AND WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF CALIFORNIA | $636K | 959 | 2024 |
Retirement plans
Welfare plans